GWI Client Integration: Contact Notes

[Former Member]

I'm working to get the Client Based GW synchronization working with CRM/Outlook. I'm able to get notes for tasks and appointments. However I'm not able to get

same for contacts. Note 1044331 mentions that table GWI_PROPERTIES must reflect customizing for Appt/Task/Contacts but I'm not sure where that customizing is located.

Could someone please point me in the right direction?

Thanks,

Greg

GWI_PROPERTIES:

DEFAULT_APPT_PROC_TYPE CX01

DEFAULT_APPT_TEXTTYPE A002

DEFAULT_CONT_TEXTTYPE 0001

DEFAULT_TASK_CANCELLED E0007

DEFAULT_TASK_COMPLETED E0003

DEFAULT_TASK_INPROCESS E0002

DEFAULT_TASK_OPEN E0001

DEFAULT_TASK_PROC_TYPE 1004

DEFAULT_TASK_TEXTTYPE A002

REL_NAME_MY_ACCOUNTS CXP001

REL_NAME_MY_CONTACTS BUR011

[Former Member]

I figured out what I needed to do. I had to define the transaction type / text in "Map Activity Text Types and Business Partners to Groupware".

Thanks,

Greg

[Former Member]

Hi Greg,

I am facing similar sort of issues in GW client Integration. I have an Appointment and Task ( Z Customized) and done all the required steps including the details you described in this thread. My appointment and Task has been succussfully Synchronized but it is not appearing in Outlook. Can you assist me to overcome this?

Many Thanks,

Bob

[Former Member]

You need to make sure that DEFAULT_APPT_PROC_TYPE and DEFAULT_TASK_PROC_TYPE are assigned your custom transactions types in GWI_PROPERTIES.

/Greg

[Former Member]

Greg,

Thanks indeed for your reply. I have already maintained as suggested, Synchronization happens successfully but problem is it is not reflecting in Outlook Calendar or Task list. Any suggestions or please brief the steps of GW implementation, as you already successfully done this. Greatly appreciate your help.

Bob

[former_member198218]

bob,

pls check if the CRM activity categories you have assigned to your custom activity type does match the correct class.

Tasks and Appointments need to match to class TASK or APPOINTMENT to work properly.You can find that in SPRO under .... transactions...activities... .... maintain categories

let me know if this solved your issue.

cheers

martin

[former_member198218]

Greg,

DEFAULT_APPT_PROC_TYPE and DEFAULT_TASK_PROC_TYPE are only used when you create a new record in groupware.

e.g. the new appointment coming from Outlook will be created in CRM with the activity type you can define in DEFAULT_APPT_PROC_TYPE

Does contact note work for you now?

cheers

martin

Edited by: Martin Dauer on Aug 13, 2008 2:47 PM

[Former Member]

Martin,

I have solved the issue by creating proper categories and classes.

ZM01 - Appointment ( Category : Date:

1003 - Tast (Category : Task). Mainly I had a problem with my Outlook

Thanks,

Bob